AI CRM for service companies
Your service company needs a system.
Not more tools.
We combine our CRM with proprietary AI to qualify inquiries, send quotes, coordinate technical visits and follow up on every customer through an APP, where the manager oversees and decides everything from their phone.
Run your service company from your phone with AI
Pipeline · Live
142 opportunities
NewNew
38
Qual.Qualified
24
ProposalProposal
18
ClosedClosed
9
María González
$1.840
Carlos Martín
Lead — Inmobiliaria
Revenue today
$16,580
+0% today
47 leads today · Auto
The real problem
Most service companies lack structure and procedures.
Inbox · without a system
Your team doesn't need more tools. They need the system to reply first.
Quote requests aren't answered the same day.
Sent quotes that no one follows up on go cold.
Poorly coordinated technical visits with last-minute changes.
Customer info scattered across sales WhatsApp and spreadsheets.
Hard to know which services are most profitable or in demand.
Manual work repeated with recurring customers (renewals, maintenance).
We build the system that connects your whole operation in seconds on your phone.
How the system works
The CRM should do the work. Not create it.
Most systems end up being just another operational burden. Ours automates a good part of your team's work.
Estimate based on your company type
15 people · ~300 leads/month
Time savings
What your team stops doing by hand.
Monthly summary
Manual work your team stops doing:
0h
automated each month
Daily
5.3h
Yearly
1,392h
Ahorro en gestión · a $20 USD/h
$0USD/month
≈ $27,840 USD per year
Less admin. More execution.
Mobile operational intelligence
Your whole company, accessible with AI from your phone.
Not AI for demos. AI for real operational work. Query any data and create tasks, meetings and notes for your team in seconds.
Assistant
Online
How many quotes are sent without reply?
9 quotes sent >5 days without reply, $24.5K at stake. AI already triggered follow-up.
Which technical visits do I have today?
12 visits. 3 rescheduled automatically by the customer. All confirmed.
Create a task for Paula: visit Martín Sosa on Friday.
Task assigned to Paula · Friday 10:00 AM · Notification sent to customer.
Which customers have upcoming renewals?
14 customers with maintenance expiring in 30 days. Automatic communication on.
Pull a report of the most profitable services this month.
Report generated · Top 3: Installations ($28K), Maintenance ($18K), Repairs ($12K).
What's the team's response time to inquiries?
Current average: 8 minutes. AI handles 78% of initial inquiries.
What new inquiries came in this week?
47 inquiries. 31 already qualified and quotes sent automatically.
How's the quote → service conversion?
Current conversion: 55% (was 32% before the system). Average ticket: $1,840.
Your business data, instantly at hand. From anywhere.
Team experience
Teams that stop repeating tasks are teams that produce more.
When your people don't waste hours on manual work, they spend those hours on what moves the business.
What they stop doing
- Copying data between spreadsheets
- Resending follow-up emails
- Searching info in 5 places
- Moving leads between systems
- Confirming bookings by hand
- Generating reports manually
- Remembering pending tasks
- Updating statuses one by one
Manual work that adds no value → automated.
Time freed up
up to 70%
of operational work
Capacity per person
+3×
with the same team
What they do instead
High-value work.
Close sales, serve customers well, build relationships, decide with data.
The difference that changes everything
Traditional CRMvsTFB AI System.
It's not just a CRM with AI. It's an operational layer that works for your company + a proprietary app so the leader can decide from their phone.
Traditional CRM
TFB AI System
Designed for
Traditional CRM
Operational teams. The leader is just an observer of the system.
TFB AI System
The leader. A native app to make decisions from the phone, with operations running on autopilot beneath.
Customer service and qualification
Traditional CRM
Your team replies and qualifies one conversation at a time. If they're away, it's lost.
TFB AI System
AI agents handle and qualify leads 24/7, on any channel, in your brand voice.
Recontacts and meetings
Traditional CRM
Manual reminders. What the team forgets, falls through.
TFB AI System
Automations that recontact, schedule and confirm meetings with no human intervention.
Internal tasks and processes
Traditional CRM
Assigned by hand, living in spreadsheets or scattered chats.
TFB AI System
AI creates, assigns and supervises tasks inside each customer's flow.
Customer processes
Traditional CRM
Each stage depends on someone triggering it manually.
TFB AI System
Automatic actions at every stage: communication, documents, follow-ups, closures.
Queries and reports
Traditional CRM
Pulling a report takes hours or depends on someone else on the team.
TFB AI System
You ask the AI from your phone. Instant answer, 24/7.
Decision-making
Traditional CRM
You look at dashboards and decide by intuition or wait for meetings.
TFB AI System
The AI debates with you: shows scenarios, compares options and proposes next steps.
Leader mobility
Traditional CRM
Visibility fragmented across panels. Hard to operate from the phone.
TFB AI System
Native app with everything: sales, leads, team, reports, AI. In your hand, all the time.
We work with consultancies, agencies, maintenance and installation companies
What it is and what it's for
What is a CRM for service companies?
A CRM for service companies (consulting, agencies, maintenance, training, installation) centralizes leads, qualification, technical visit scheduling, quote follow-up and post-sales. The AI handles initial inquiries 24/7, books visits and reactivates open quotes without anyone touching the phone.
What a CRM for service companies is for
Qualify leads without burning hours
The AI filters non-serious leads and prioritizes the ones worth pursuing by budget, area or service urgency.
Close open quotes
Automatic reminders to customers who requested a quote and didn't reply. Recovers 20-30% of dormant opportunities.
Book technical visits without back-and-forth
The AI proposes time slots to the customer and blocks the technician's calendar in a single conversation.
Measure margin per service type
Clear visibility on which services leave more margin and which consume resources with no return.
Frequently asked questions
What we've already solved with real service companies.
We learned working with service companies that live on closing quotes and coordinating visits. The idea is simple and critical: adapt your company to the future of operational management.
Yes. We configure different flows for both: B2C with short cycles and standard pricing, B2B with tailored proposals and multiple stakeholders.
Built for real companies
Designed for companies that need structure and scalability.
Recognition
OpenAI Select Partner
The Funnel Box was recognized within the OpenAI Partner Network as a Select Partner — the tier that distinguishes firms with demonstrated ability to deliver AI solutions in real enterprise environments.
Read the announcement
Forbes Business Council
The Funnel Box's application to Forbes Business Council was pre-approved on merit and business track record — Forbes' curated community for business leaders.
Request a demo
Your business already generates plenty of complexity.
We build the system that organizes it.
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